Russel L Williams

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → Present
  Russel Williams Insurance Agency
  West Linn, OR
• 12/2013 → Present
  State Farm Vp Management Corp.
  West Linn, OR
• 10/2022 → Present
  Russel Williams Insurance Agency
  Happy Valley, OR
• 10/2022 → Present
  State Farm Vp Management Corp.
  Happy Valley, OR
• 03/2024 → Present
  State Farm Investment Management Corp
  West Linn, OR
• 03/2024 → Present
  State Farm Investment Management Corp
  Happy Valley, OR

Other Businesses

1) Russel Williams's Insurance Agency; Insurance Agency; Investment-related; 6105 W A St Ste C West Linn, OR 97068-3057; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 12/01/2013; 80; 80; Service customers and supervise employees 2) West Alpha LLC; Investment-related; 6105 West A St Ste C West Linn, OR 97068; Investment or Commercial Property; Owner; President; 02/1/2024; 1; 0; Duties: leasing space to agency

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-04-09

Designations

• Chartered Financial Consultant